*** This version of iCompta will not evolve anymore : check iCompta 6 to get the most recent version *** iCompta is an application that lets you manage your accounts with ease. Keep track of your income and expense, schedule your bills, stay in line with your budget and finally know where all your money goes thanks to beautiful charts. MAIN FEATURES : - Manage multiple accounts with multiple currencies - Sort and filter your transactions to make statistics on your income and expense - Keep track of your income and expense thanks to budgets - Monitor your portfolio - Manage shared expenses : you can finally know who owes what to who - Beautiful reports and charts - Transfers - Download your transactions from your bank in just one click if your bank supports OFX direct download or with just a few more clicks using the embedded browser - Easy import / export of transactions in QIF, OFX, CSV, XML and JSON formats - Full synchronization between iCompta 5 on Mac and iCompta 3 on iPhone / iPad using iCloud, Dropbox or local network - Modify many transactions at once using batch editing or the powerful rules engine - Professional features : handle taxes, manage clients and make invoices - Check transactions on your bank statements to avoid mistakes - Password protection Support available in English and French.
Great Software, Great Support!
I’ve been using iCompta on my Apple devices — MacBook Air, iPad, and iPhone — for several years, and upgraded to Version 5 last year. I use iCompta for personal financial management, keeping track of spending plans, and personal and family expenses, for myself and my wife. Without the right tools this can get pretty complicated for a couple where each has their own checking and savings accounts and credit cards, as well as tracking our family accounts. With iCompta properly set up on my MacBook and iPhone, this is routinely easy. The devices synchronize through Dropbox (or we could use iCloud). We both bank at Wells Fargo. I downloadload the transactions from all our accounts each day, which takes about 30 seconds. Then I assign a category, from the categories I’ve set up — such as Home, Travel, Food, Entertainment, etc. — to each transaction. On any day of the month, on either device, I can see a graph that shows me how we’re doing month-to-date in each categoiry compared to our budgeted amount for the month. Easy, and very useful. (There are also functions for more complex financial reporting, which we don’t use.) And whenever customer support is needed, developer Cyril Anger is there by email, very responsive, patient and helpful — which makes all the difference in making iCompta a reliable resource for us! The biggest challenge for me was setting up and configuring the software, including setting it up to work with my banks. This process in not always intuitively obvious. But with Cyril’s patient help, I was able to work through the issues one by one so that the system works exactly the way I want it to. My recommendation if you purchase iCompta: plan on taking a week or two learning it so you can get it to work the way you want it. In my experience it’s worth it. Tracking and understanding our family finances in now routinely transparent and easy!
United StatesA nightmare !
Too much complex, ICompta 5 leads you to waste a lot of time. You always need to adapt yourself to the tool, to correct bad automatisms. ICompta 4 was not so bad but the developper needed to make money so created ICompta 5. It was my mistake to buy it and to change for it. Now every month I wonder what will be the next issues. If you loved Money you’ll hate ICompta 5
United StatesGreat app, responsive developer
iCompta is a robust and flexible finance tracking app. I’m using it to handle both my small business and personal finances. When I began using iCompta, I had an issue connecting to my bank, and a rare and random crash. Cyril was very responsive and after a few tests, he had both fixed within a couple of days.
United StatesIMO a really good finance program
I do not know what to say about the negative reviews toward this app and its developer. Not once have I experienced any untoward responses whenever I have contacted the developer with questions/problems. Indeed, each inquiry has been treated respectfully and promptly. As for the program (both desktop and mobile), well, they do as claimed and they do it very well. Each is feature rich with essentially all of the functionality to deal with all aspects of transaction record keeping and budgets. This cannot be said for the competitor offerings when considering both the desktop and mobile applications as a package. At any rate, to each his/her own. All of this sort of thing boils down to individual tastes and needs.
United StatesGood set of apps
Both the OS X & iOS apps are solid apps. It’s simple to download transactions for your credit card, bank or other financial institution, as long as your financial institution wants to offer a decent transaction update. Some do, some don’t & some charge. For this reason I need to download my bank transactions as a CSV file. They charge for the luxury of a OFX download. By using the built-in browser, the data file is opened by the app which makes it almost as easy as an OFX file. My CC provider offers OFX downloads complimentary…. 8-) It is easy to manage banking this way. Even the iPhone app offers the same transaction download options. When I was auditioning mobile apps, I was surprised that developers were not supporting transaction downloads, instead they made the customer manually enter them all. I quickly dumped them all for iCompta, good sync feature & both apps did the work for me. The Help documentation is a light, hope that they can focus there soon. The desktop & mobile apps work well together offering a good set features to manage finances with. Cheers !
United StatesAwful Update
I am a longtime iCompta user and I was really excited to see new versions released for iOS and OSX. But my excitement was short-lived for a few main reasons: 1 - The OSX app makes data entry a nightmare. The developer has added way too many fields to the basic transaction screen. It used to be so easy to enter transactions, but now it is cumbersome and don't even think about trying to assign a category to a transaction. It takes 5-10 tries just for the app to save the transaction correctly. What used to take me a few minutes to do (enter in a weeks worth of receipts) now takes 30-45 minutes. Unacceptable. 2 - The black button on black background interface is insanely difficult to read on both apps. As stated I am a longtime iCompta user and have often felt it is the most overlooked Mac/iOS finance app available. But part of what made it so wonderful before was that it had powerful features with simple data entry and elegant navigation interfaces. This update seems to have broken both of those and I hope the developer can fix it.
United StatesDoesn't work with USAA. Developer is snippy and rude.
Spent and hour trying to set up my banking accout to no avail. Finally got it to recognize my accounts, but would only download 1 transaction. Setup is muddled and extremely confusing. Emailed the developer and he told me to cut and paste some error logs….and to "not be so dramatic" and "every heard of a country other than the United States? This software is intended to work in many countries and that's why you may have to change a file encoding setting because it is not the same for everybody" . LOL It's really quite simple…I buy the software and it should work. I don't have the time or will to email error log codes to figure out why your software doesn't work. When the first thing I have to do it study the user's guide to try to set things up there's something wrong. I'd give it zero stars if I could.
United States
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